How to Export Chase Bank Statements into Excel and Google Sheets
Step 1: Log in to your Chase account
From a computer
- Go to the Chase home page. (https://www.chase.com/)
- Enter your Username and password.
- Click “Sign In.”
Step 2: Download transactions in an excel file
- Once logged in, click on the account to access transaction history
- Click on the download icon (
) and click on “Download account activity”
- Choose your account from the drop down list
- Select File Type “Spreadsheet (Excel, CSV)”
- Choose your “Date Range” or “All Transactions”
- Click on “Download”
- The file will automatically download to your computer. You can click on it through the Downloads tab in your browser and it will open it in Excel.
Step 3(a): Open the file on Excel Online
- Go to onedrive.live.com and sign in with your Microsoft account.
- Click on Upload ???? Files
- Select the file downloaded in Step 2 and click Open
- The file will be uploaded on your One Drive
- Click on it to open it using Excel Online
Step 3(b): Open the file on Google Sheets
- Go to drive.google.com and sign in with your Google account.
- Click on New ???? File Upload
- Select the file downloaded in Step 2 and click Open
- The file will be uploaded on your Google Drive
- Click on it to open it using Google Sheets
